Reports on the performance of investment portfolios balanced between bonds and stocks. Results from various balanced funds such as Franklin Resources Inc., Oakmark Equity Income I, Putnam Balanced, and others; Speculation concerning the reasoning behind the large disparity between balanced funds.Wall ...
22 Exchange-Traded Funds here Read important investment disclosures Settings: Returnsmonthly Returns: Monthly Quarterly Show Indices PRINT Fund Name YTD Returns (%)Average Total Returns (%) As of03/31/2025 Expense Ratio (%) Daily As of
Investors interested in maintaining exposure to both equity and fixed-income securities may consider investing in balanced mutual funds. Also, these mutual funds are believed to provide greater returns than pure, fixed-income investments while maintaining a low volatility level. The proportion of equity...
Axis Mutual Fund Investment Plans Franklin Templeton Mutual Fund Top UTI Mutual Fund Plans Tata Mutual Fund Kotak Mutual Fund SBI Mutual Fund Schemes Nippon India Mutual Fund Top Category: Large Cap Funds ELSS Funds Liquid Funds Balanced Fund Small Cap Funds Mid Cap Funds ©...
Then when those news reports turn negative, people either invest less, sell their mutual funds and “go to cash”, or decide to invest in a fund that is “doing better right now”. They often do this on the advice of their financial advisor. ...
Asset Value (NAV) of Mirae Asset Balanced Advantage Fund Direct - Growth as of 16/04/2025 is ₹13.93. The fund has an expense ratio of 0.72%, which is close to what most otherDynamic Asset Allocationfunds charge. Currently, the fund has a 54.15% allocation to equity and 25.52% to ...
More funds from Union Mutual Fund Fund nameAUM (in Crs.)1Y5Y Union Balanced Advantage Fund ₹1,365 Crs 4.63% 15.14% Union Equity Savings Fund ₹136 Crs 5.07% 10.3% Union Arbitrage Fund ₹303 Crs 7.62% 5.86% Union Multi Asset Allocation Fund ₹794 Crs N.A. N.A. See all ...
Axis Mutual Fund Investment Plans Franklin Templeton Mutual Fund Top UTI Mutual Fund Plans Tata Mutual Fund Kotak Mutual Fund SBI Mutual Fund Schemes Nippon India Mutual Fund Top Category: Large Cap Funds ELSS Funds Liquid Funds Balanced Fund Small Cap Funds Mid Cap Funds ©...
Popular Portfolios:Equity Mutual Funds | Balanced Mutual Funds | Debt Mutual Funds | Tax Saver ELSS Mutual Funds | Top Rated Mutual Funds | Mutual Funds with Best Returns Investment Ideas:Better than Fixed Deposit | Index Funds | Invest in all sizes of companies | High Risk for High Retur...
we showcase star-rated funds by leading rating agencies i.e. Morningstar, CRISIL and Value Research. You can filter the funds based on the broad categories namelyequity,balanced,tax saveranddebt. Within each category, you can view funds as per the name, minimum investment, fund size and re...